Futuro Forum | Bowral 2012 Sam Aylett – Futuro Marketing Services

Futuro marketing services

Sam AylettHead of Marketing and Business Programs

Marketing service and support

Access to Charter’s marketing portal through adviserweb

Collateral creator

• ability to customise marketing collateral with your brand• Base practice collateral (x 4)

• Financial strategies collateral (x 8)

• Stage of life collateral (x 3)

• system functionality is incredibly easy

• preferred output selected by practice – print, print ready pdf, e-book

Client videos

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Futuro access to Advant

Who is Advant?

Advant is the leading provider of marketing client communication solutions

to Australian Financial advisers and dealer groups. Practice marketing material x 4 brochures Financial strategies x 8 flyers Stage of life brochures x 3 DL size flyers

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How to build Access via adviserweb

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Business

Step 1: Access via adviserweb Adviserweb > Register for Advant online

Complete the registration form

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Step 2: Complete all the details so that your practice can be

set up for Advant

Advant will then create an account with all practice details and email the practice the login

details

Ready to login:http://advantonline.com.au/Futuro

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http://advantonline.com.au/Futuro

Marketing

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Business

Marketing collateral

• Client brochures on automated

system

• Customisation for your business

• A series of fact sheets which

provide a high-level summary of

key financial strategies, e.g.

transition to retirement, income in

retirement, estate planning,

superannuation

Thanks